Charts refresh time 1. 260-day z scores for cross-asset ATM implied vols
2. ES and TY correlations
3. US curve (my favourite chart currently)
4. JP vs US
5. Global Eco Surprise Indices
6. Gold ETF flows in Sep the highest since 2020
7. While GDX (Gold Miners) saw outflows in Sep
8. Various job metrics have improved vs a year ago but could be entering further softness
9. 3-month annualized change in ADP/NFP
10. Softness in ADP with revisions playing a big part here as well
11. Deficits to GDP
12. US Survey Prices vs CPI/PPI
13. Eco Syncopation/Resonance
14. US Yield complex
15. US 2s10s Heat (Blue = bullish duration, red = bearish duration)
16. 2s vs 30s plot - โฌ‡๏ธ or โ†—๏ธ?
17. Fed Inputs
18. US HY Spread comparison
19. US credit breakdown IG (right axis) vs HY (left)
20. Someone remind Andy when he comes back
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